Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $150B
1-Year Est. Return 11.44%
This Quarter Est. Return
1 Year Est. Return
+11.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.22B
AUM Growth
+$7.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,429
New
Increased
Reduced
Closed

Top Buys

1
+$787M
2
+$759M
3
+$527M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$408M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$378M

Top Sells

1
+$8.12M
2
+$6.47M
3
+$4.65M
4
EFX icon
Equifax
EFX
+$4.53M
5
SHW icon
Sherwin-Williams
SHW
+$3.16M

Sector Composition

1 Financials 2.71%
2 Technology 2.49%
3 Healthcare 2.48%
4 Industrials 2.16%
5 Consumer Discretionary 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$340K ﹤0.01%
+19,712
527
$339K ﹤0.01%
+10,355
528
$338K ﹤0.01%
+5,591
529
$338K ﹤0.01%
+5,987
530
$338K ﹤0.01%
+4,745
531
$332K ﹤0.01%
+5,752
532
$331K ﹤0.01%
+18,152
533
$329K ﹤0.01%
+4,296
534
$329K ﹤0.01%
+5,598
535
$329K ﹤0.01%
+21,071
536
$328K ﹤0.01%
+8,586
537
$325K ﹤0.01%
+24,647
538
$325K ﹤0.01%
+6,388
539
$323K ﹤0.01%
+4,067
540
$322K ﹤0.01%
+33,521
541
$322K ﹤0.01%
+11,182
542
$322K ﹤0.01%
+8,926
543
$320K ﹤0.01%
+3,360
544
$318K ﹤0.01%
+10,320
545
$317K ﹤0.01%
+24,726
546
$317K ﹤0.01%
+6,048
547
$314K ﹤0.01%
+19,013
548
$312K ﹤0.01%
+14,408
549
$312K ﹤0.01%
+8,128
550
$311K ﹤0.01%
+13,014
20 21
22
23 24